Purchases and Sales Made in Q2 2024 in First Tr Ex Tr Fd Viii Ft Cboe (FMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (FMAR) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR FD VIII FT CBOE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.71MNew |
$64.9M - $69.6M
|
1.71M
$73.5M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
103KNew |
$3.91M - $4.19M
|
103K
$4.43M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
88.9K+ 321.0% |
$3.37M - $3.61M
|
117K
$5M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.2K+ 23.68% |
$3.19M - $3.42M
|
440K
$18.9M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
81.5K+ 1109.54% |
$3.09M - $3.31M
|
88.9K
$3.81M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
69.5K+ 136.74% |
$2.64M - $2.83M
|
120K
$5.17M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.5K+ 17.69% |
$1.61M - $1.73M
|
283K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
42.2KNew |
$1.6M - $1.72M
|
42.2K
$1.81M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.8K+ 13.49% |
$1.39M - $1.49M
|
309K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.1K+ 45.22% |
$1.37M - $1.47M
|
116K
$4.98M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.2K+ 175.8% |
$1.15M - $1.23M
|
47.4K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.9KNew |
$1.1M - $1.18M
|
28.9K
$1.24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.2K+ 26.06% |
$1.03M - $1.11M
|
132K
$5.66M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
25.5KNew |
$966K - $1.04M
|
25.5K
$1.09M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.6K+ 5.48% |
$855K - $917K
|
435K
$18.7M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7KNew |
$784K - $841K
|
20.7K
$888K
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
20.6KNew |
$782K - $839K
|
20.6K
$886K
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
19.7KNew |
$745K - $799K
|
19.7K
$844K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.4KNew |
$736K - $790K
|
19.4K
$834K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
19.2KNew |
$728K - $780K
|
19.2K
$824K
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
17.8K+ 10.88% |
$673K - $722K
|
181K
$7.77M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.4KNew |
$661K - $709K
|
17.4K
$749K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.9KNew |
$639K - $685K
|
16.9K
$724K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.9KNew |
$604K - $648K
|
15.9K
$684K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
15.1K+ 38.56% |
$572K - $614K
|
54.2K
$2.33M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
14.9K+ 209.9% |
$563K - $604K
|
21.9K
$942K
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
13.8K+ 11.23% |
$523K - $561K
|
137K
$5.87M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 43.1% |
$509K - $545K
|
44.6K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.7KNew |
$480K - $514K
|
12.7K
$543K
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$477K - $511K
|
12.6K
$540K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.4KNew |
$470K - $504K
|
12.4K
$532K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.4KNew |
$433K - $465K
|
11.4K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.99K+ 102.65% |
$378K - $406K
|
19.7K
$846K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.27K+ 2.93% |
$351K - $377K
|
326K
$14M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.87KNew |
$336K - $361K
|
8.87K
$381K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.8K+ 22.68% |
$333K - $358K
|
47.6K
$2.04M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.43KNew |
$319K - $343K
|
8.43K
$362K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.35K+ 16.03% |
$316K - $339K
|
60.4K
$2.59M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.17KNew |
$310K - $332K
|
8.17K
$351K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.99K+ 55.8% |
$303K - $325K
|
22.3K
$957K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.76K+ 99.76% |
$294K - $316K
|
15.5K
$667K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.54KNew |
$286K - $307K
|
7.54K
$324K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.45KNew |
$282K - $303K
|
7.45K
$320K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.27K+ 390.86% |
$275K - $295K
|
9.13K
$392K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.15KNew |
$271K - $291K
|
7.15K
$307K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.77KNew |
$256K - $275K
|
6.77K
$290K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.69KNew |
$254K - $272K
|
6.69K
$287K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.35KNew |
$241K - $258K
|
6.35K
$273K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.7KNew |
$216K - $232K
|
5.7K
$245K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.43KNew |
$206K - $221K
|
5.43K
$233K
|